Unclaimed Profile

Larry Owen Bumgardner

GARDNER ADVISORS INC.·MINNEAPOLIS, Minnesota

SIE, Series 1, Series 4, Series 7TO, Series 14, Series 24, Series 27, Series 51, Series 63, Series 65, Series 82TO, Series 99TOClean record13 years registeredGARDNER ADVISORS INC.

8421 WAYZATA BLVD., MINNEAPOLIS, MN 55426CRD# 35082Firm CRD# 112399

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Larry Owen Bumgardner · MINNEAPOLIS, MN

Registration

CRD #35082 · GARDNER ADVISORS INC. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GARDNER ADVISORS INC.

GARDNER ADVISORS INC.

Dec 2013 – Nov 2021

MINNEAPOLIS, MN

GARDNER ADVISORS INC.

Jan 2013 – Dec 2020

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 4

Series 7TO

Series 14

Series 24

Series 27

Series 51

Series 63

Series 65

Series 82TO

Series 99TO

Registration record

First registered · January 14, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OAKWOOD CAPITAL, INC.

CRD 112399 · SEC 801-120259

AUM

$221M

Regulatory assets under management

Employees

977 client accounts

Services offered by OAKWOOD CAPITAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OAKWOOD CAPITAL, INC. →

Introduction

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Frequently Asked Questions

What services does Larry Owen Bumgardner offer?

Larry Owen Bumgardner specializes in Financial Planning, Investment Management, Wealth Management.

What are Larry Owen Bumgardner's credentials?

Larry Owen Bumgardner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Larry Owen Bumgardner located?

Larry Owen Bumgardner is based in MINNEAPOLIS, Minnesota, last registered with GARDNER ADVISORS INC..

How does Larry Owen Bumgardner charge for services?

Larry Owen Bumgardner's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GARDNER ADVISORS INC.?

GARDNER ADVISORS INC. has approximately 20 employees and manages $221M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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